EPA
Element Pointe Advisors’s Zillow Z Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-11,657
| Closed | -$1.03M | – | 120 |
|
|
2021
Q3 | $1.03M | Sell |
11,657
-9,122
| -44% | -$804K | 0.35% | 51 |
|
|
2021
Q2 | $2.32M | Buy |
20,779
+2,031
| +11% | +$227K | 0.7% | 24 |
|
|
2021
Q1 | $2.43M | Buy |
18,748
+2,112
| +13% | +$274K | 0.82% | 18 |
|
|
2020
Q4 | $2.16M | Buy |
16,636
+485
| +3% | +$62.9K | 0.8% | 17 |
|
|
2020
Q3 | $1.64M | Buy |
16,151
+2,040
| +14% | +$207K | 0.73% | 16 |
|
|
2020
Q2 | $812K | Buy |
14,111
+2,225
| +19% | +$128K | 0.42% | 32 |
|
|
2020
Q1 | $428K | Buy |
+11,886
| New | +$428K | 0.26% | 46 |
|
|
2019
Q4 | – | Sell |
-11,676
| Closed | -$348K | – | 103 |
|
|
2019
Q3 | $348K | Buy |
11,676
+1,501
| +15% | +$44.7K | 0.2% | 62 |
|
|
2019
Q2 | $472K | Buy |
+10,175
| New | +$472K | 0.27% | 43 |
|